Trust and  Estate Services

You want control of your future, to pass down a legacy and provide for the people you care about. PNC Wealth Management® can help make it happen with experienced trust and estate administration, wealth and estate planning, objective guidance and creative thinking. 

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Our Approach

Serving as a fiduciary for you and your family, PNC Wealth Management is known for administering complex estates, multi-generational trusts, and providing asset management services. As a Trustee, PNC Bank brings an extensive array of professional advisors to address all aspects of the management and administration of a trust, in compliance with the terms of the governing document and the decedent’s wishes. When administering an estate, PNC’s professionals help reduce burdens on family members and provide objectivity, privacy, and efficiency in the estate settlement process.

 

A Plan to Transfer Your Wealth and Leave a Legacy

Wealth strategy plays an important role in safeguarding your family or business, avoiding unnecessary taxes, and ensuring that your legacy will continue. Our PNC Fiduciary Advisors and your PNC Wealth Strategist will partner with your attorney and tax planner to design and execute sophisticated, customized plans that can help you achieve a careful balance of control and flexibility, shaping your family’s future while responding to its changing needs. Your PNC Advisors can assist you with:

  • Evaluating insurance needs
  • Protecting your assets
  • Planning for taxes
  • Transferring wealth and gifting
  • Developing a business succession plan

Experience in Implementing Trust Solutions

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or looking for a way to safeguard personal and professional assets from liability, your PNC Fiduciary Advisor will work with your attorney, accountant and other outside advisors, as well as a PNC Wealth Strategist to provide advice and help to implement an appropriate trust strategy to meet your specific needs, including:

  • Asset Protection Trusts
  • Dynasty Trusts
  • Revocable or Irrevocable Trusts
  • Charitable Remainder Trusts 
  • Custody Services
  • Estate Settlement Services

Our Solutions

Comprehensive Trust Services

As a national bank, PNC can administer trusts and estates in all jurisdictions. Additionally, we offer a range of creative and flexible trust solutions through our PNC Delaware Trust Company and PNC Ohio Trust Company. Working with clients and professional advisors throughout the United States, we can help you and your family achieve many important financial goals during your lifetime and secure a legacy for your descendants. No matter what state you reside in, the following trusts are available to you:    

  • Delaware Asset Protection Trusts
  • Directed Trust Planning Services
  • Ohio Asset Protection Trusts
  • Dynasty Trusts

Important Legal Disclosures and Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.

“PNC Wealth Management” and “PNC Wealth Insight” are registered service marks of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value.